Nelson & Merlo Wealth Management

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301 University Ave Fl 3
Palo Alto, CA 94301
+1 (650) 854-2723
https://fa.wellsfargoadvisors.com

Nelson & Merlo Wealth Management, located in Palo Alto, CA, is dedicated to helping clients achieve their investment goals through customized financial strategies. Their approach emphasizes the importance of building lasting, meaningful relationships to ensure clients feel confident in their financial decisions.

The firm offers a wide range of services, including advisory services, retirement planning, estate planning, insurance, and college savings plans. With a commitment to client education and support, Nelson & Merlo Wealth Management aims to provide the resources and tools necessary for informed financial decision-making.

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